The Jeffrey Matthews Financial Group, L.L.C.
Firm details
- Headquarters
- Florham Park, New Jersey
- CRD number
- 41282
- Registered since
- November 27, 1996
- Website
- www.jeffreymatthews.com
Firm profile
FINTRXOverview
The Jeffrey Matthews Financial Group, L.L.C. is organized as a limited liability company and has been SEC-registered since 1996. FINTRX classifies the firm as Unclassified and identifies it as owned by an individual. The profile shows minimal public disclosures about the firm’s client segments, fee models, or day-to-day advisory services. The record also flags the firm as not being an active ESG investor and not operating as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Jeffrey Halpert
President, CEOCRD 2072459
Louis Almerini
Chief Financial OfficerCRD 1605183
Maria Tsalis
Independent ContractorCRD 1946496
Contacts
3 of 33
Brian Visconti
Financial AdvisorCRD 5851551
Darrell Manning
Investment AdvisorCRD 5224772
Lyle Hatch
Registered RepresentativeCRD 500415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Florham Park, NJ
Morris
Location
Florham Park, NJ
Headquartered in Florham Park, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 30 B Vreeland Rd
- Time zone
- ET (UTC-5)
- Office locations
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